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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Voss Capital
Houston,
Texas
| $324M | +$80.1M | +33% | 23.9% | 78.4% | 40 | 25% | 0.8 |
|
| 3852 |
3852
Daniels + Tansey
Wilmington,
Delaware
| $324M | +$35M | +12% | 6.48% | 21.1% | 36 | 5.56% | 1 |
|
| 3853 |
RL
3853
RPO LLC
Stamford,
Connecticut
| $324M | – | – | 0.42% | 66.2% | 147 | – | 0 |
|
| 3854 |
3854
Beck Capital Management
Austin,
Texas
| $323M | +$25.8M | +9% | 10.7% | 291% | 157 | 21.66% | 1.2 |
|
| 3855 |
3855
22NW LP
Seattle,
Washington
| $323M | -$12.3M | -4% | 4.8% | 138% | 28 | 10.71% | 1.8 |
|
| 3856 |
3856
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $323M | +$18.2M | +6% | 8.72% | 67.9% | 145 | 13.79% | 3.7 |
|
| 3857 |
3857
Knuff & Co
Foster City,
California
| $323M | +$55.3M | +21% | 11.7% | 108% | 167 | 13.77% | 2.1 |
|
| 3858 |
3858
Requisite Capital Management
Dallas,
Texas
| $323M | -$150M | -32% | 5.32% | 41% | 103 | 40.78% | 1.2 |
|
| 3859 |
3859
Harvey Capital Management
Palm Beach,
Florida
| $323M | +$30.6M | +10% | 10.2% | 147% | 85 | 17.65% | 2.9 |
|
| 3860 |
3860
Alliance Wealth Management Group
Flemington,
New Jersey
| $322M | +$14.5M | +5% | 3.58% | 43.4% | 77 | 9.09% | 3.1 |
|
| 3861 |
3861
Rezny Wealth Management
Fort Myers,
Florida
| $322M | +$27.4M | +9% | 8.61% | 99.6% | 21 | 4.76% | 2.1 |
|
| 3862 |
3862
Monument Capital Management
Alexandria,
Virginia
| $322M | +$28.1M | +10% | 10% | 170% | 160 | 21.25% | 1.5 |
|
| 3863 |
3863
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $322M | +$20.6M | +7% | 9.91% | 69.7% | 62 | 3.23% | 6.4 |
|
| 3864 |
3864
Symmetry Investments
St Helier,
Jersey
| $322M | -$335M | -51% | 9.1% | 148% | 161 | 67.7% | 0.3 |
|
| 3865 |
3865
Opes Wealth Management
Menlo Park,
California
| $322M | +$39.2M | +14% | 7.8% | 54.1% | 110 | 13.64% | 1.4 |
|
| 3866 |
AFS
3866
Annapolis Financial Services
Annapolis,
Maryland
| $322M | +$20.5M | +7% | 4.54% | 15% | 518 | 14.29% | 0.8 |
|
| 3867 |
3867
Bedel Financial Consulting
Indianapolis,
Indiana
| $322M | +$30.3M | +10% | 11.6% | 97.4% | 1,121 | 13.11% | 2.5 |
|
| 3868 |
3868
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $321M | +$17.5M | +6% | 9.2% | 52.1% | 107 | 11.21% | 2.9 |
|
| 3869 |
3869
Bellwether Advisors
Lincoln,
Nebraska
| $321M | +$20.8M | +7% | 7.85% | 115% | 626 | 18.21% | 0.6 |
|
| 3870 |
3870
Asio Capital
Lexington,
Kentucky
| $321M | +$31.3M | +11% | 8.68% | 98% | 123 | 21.95% | 1.2 |
|
| 3871 |
3871
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $321M | +$31.3M | +11% | 4.31% | 63.7% | 58 | 12.07% | 1.8 |
|
| 3872 |
3872
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $321M | +$7.36M | +2% | 10.6% | 116% | 19 | 5.26% | 5.6 |
|
| 3873 |
3873
Cloverfields Capital Group
Minneapolis,
Minnesota
| $321M | +$10.2M | +3% | 17.3% | 101% | 69 | 18.84% | 0.7 |
|
| 3874 |
3874
First Wilshire Securities Management
Pasadena,
California
| $321M | +$19.1M | +6% | 8.47% | 135% | 90 | 8.89% | 3.6 |
|
| 3875 |
3875
NVWM LLC
Yardley,
Pennsylvania
| $321M | +$42.8M | +15% | 10% | 119% | 572 | 18.53% | 1.8 |
|